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Summit Wealth Group’s Micron Technology MU Stock Holding History

Summit Wealth Group’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.71M Buy
4,079
+952
+30% +$714K 0.96% 25
2026
Q1 		$1.06M Buy
3,127
+28
+0.9% +$11K 0.24% 49
2025
Q4 		$884K Buy
3,099
+94
+3% +$21.6K 0.21% 52
2025
Q3 		$503K Hold
3,005
– – 0.12% 66
2025
Q2 		$370K Hold
3,005
– – 0.1% 74
2025
Q1 		$261K Hold
3,005
– – 0.08% 85
2024
Q4 		$253K Sell
3,005
-75
-2% -$7.63K 0.07% 86
2024
Q3 		$319K Hold
3,080
– – 0.09% 72
2024
Q2 		$405K Buy
+3,080
New +$388K 0.12% 59
2023
Q3 		– Sell
-5,480
Closed -$346K – 58
2023
Q2 		$346K Sell
5,480
-266,352
-98% -$17.1M 0.14% 55
2023
Q1 		$5K Buy
+271,832
New +$15.9M 0.12% 53

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Summit Wealth Group's MU Position: Q2 2026 in Review

Summit Wealth Group increased its Micron Technology (MU) stake by 30% in Q2 2026, buying an estimated $714K and bringing the position to 4,079 shares worth $4.71M. The position accounts for 0.96% of the portfolio, ranked #25.

Summit Wealth Group first reported a position in MU in Q1 2023 and has held it in 11 quarters since. 3,878 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Summit Wealth Group held 4,079 shares of Micron Technology worth $4.71M as of Q2 2026.
  • Summit Wealth Group bought 952 Micron Technology shares in Q2 2026, an estimated $714K.
  • Micron Technology made up 0.96% of Summit Wealth Group's portfolio in Q2 2026, its #25 holding.
  • Summit Wealth Group first reported a position in Micron Technology in Q1 2023 and has held it in 11 quarters since.
  • 3,878 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.